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Retirement Plans and Meeting the Challenge of Regulatory Compliance

Retirement Plans and Meeting the Challenge of Regulatory Compliance

By Gail Thompson, CPA | May 27, 2021

Retirement plan sponsors face greater challenges today than ever before. Regulatory scrutiny is on the rise with the Department of Labor (DOL) actively reviewing Form 5500 filings searching for

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The CARES Act Impact to 401(k) Plans

The CARES Act Impact to 401(k) Plans

By Gail Thompson, CPA | Mar 8, 2021

This won’t be the first or the last blog post to discuss the major financial impact the COVID-19 pandemic has had on the U.S. economy. CEOs, business owners, and everyday people have been impacted by

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